Global Head of Proposals, Director - Services
Are you ready to lead a global proposals function at the center of one of the world's most influential financial institutions? As Global Head of Proposals, Treasury & Trade Solutions at Citi, you will hold full accountability for the strategy, quality, and transformation of a globally distributed proposals function spanning five regional cluster teams and a strategic third-party vendor partnership. This is a director-level leadership role that sits at the intersection of client excellence, commercial impact, and AI-enabled transformation - shaping how Citi competes and wins in the market.
Responsibilities
- Define and execute the global proposals vision for Citi's Treasury & Trade Solutions business, setting the direction for five regional cluster teams to deliver high-impact, commercially compelling client proposals.
- Lead and develop regional team leaders across all clusters, establishing a high-performance culture built on accountability, continuous learning, and measurable results.
- Establish global standards, quality frameworks, and governance for proposal production - tracking win rates, turnaround times, and client feedback to drive continuous improvement.
- Design and deliver a solutions upskilling program across the global proposals function, covering cash management, trade finance, liquidity solutions, payments, escrow, and digital treasury tools.
- Build and lead an industry sector intelligence program that equips proposals professionals with the contextual knowledge needed to position Citi's solutions against each client's specific business environment.
- Oversee the outsourced vendor relationship - managing contract governance, performance expectations, SLAs, and quality standards to ensure the vendor team operates as a seamless extension of the internal function.
- Drive the adoption of generative AI, intelligent automation, and advanced analytics across the proposals function - leading the transformation of how proposals are produced, personalized, and optimized at scale.
- Manage the global proposals budget, allocating resources effectively across internal and external teams to maximize efficiency and responsiveness to business demand.
Required Qualifications & Skills
15+ years of experience, including 8+ years' managerial experience.
- Significant experience in proposals, bid management, or client-facing functions within financial services, transaction banking, or a comparable global institution, with a background that spans both strategic and operational ownership.
- Demonstrated ability to lead large, globally distributed teams across multiple geographies and time zones, with direct experience developing and managing regional team leaders.
- Deep knowledge of treasury, trade, and transaction banking products and services, with the ability to engage credibly with product specialists and translate complex capabilities into client-relevant narratives.
- Experience managing outsourced or third-party vendor relationships at scale, including contract governance, capacity planning, and performance management.
- Exceptional written and verbal communication skills, with a track record of crafting and elevating compelling, client-centric narratives at a senior level.
- Strong analytical mindset with experience using data and performance metrics to guide resource allocation, identify capability gaps, and improve outcomes across a global function.
- Experience leading significant organizational transformation and change management programs, including technology adoption and process re-engineering.
- Bachelor's degree required.
Beneficial Skills & Qualifications
- Advanced degree (MBA or equivalent) that demonstrates strategic thinking and commercial depth.
- Professional certifications in bid management, such as APMP Foundation or Practitioner, that reflect a structured and disciplined approach to proposals excellence.
- Hands-on experience evaluating, piloting, or implementing AI-powered tools within a proposals or content function, with the ability to translate technology capabilities into practical workflows for non-technical teams.
- Cultural fluency across multiple global markets - including NAM, LATAM, UK & Europe, MEA, and Asia - built through direct experience leading teams across these regions.
What We Offer
At Citi, we put our people first - offering a competitive, comprehensive rewards package designed to support your financial wellbeing, professional growth, and personal life. Based in New York City and operating within a hybrid working model, this role offers the scale, reach, and impact of a truly global organisation alongside the benefits that matter most to senior leaders in North America.
- Hybrid working model with 3 days in the office and 2 days working remotely each week.
- Competitive base salary, reviewed annually to reflect performance and market position.
- Discretionary annual performance-related bonus tied to individual and business outcomes.
- Comprehensive medical, dental, and vision insurance plans to suit your personal and family circumstances.
- 401(k) plan with company matching contributions to support your long-term financial security.
- Generous paid time off, including vacation days, sick leave, and federally observed public holidays.
- Paid parental leave to support you during key moments in your personal life.
- Employee Assistance Programme providing confidential wellbeing and mental health support.
- Life insurance and disability coverage to protect you and your family.
- Special discounts for employees, family, and friends across a range of products and services.
- Access to a broad range of learning and development resources to support your continued growth as a senior leader.
Apply today to lead one of Citi's most strategically significant global functions - and shape the future of how a world-class financial institution wins in the market.
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Job Family Group:
Institutional Sales------------------------------------------------------
Job Family:
Institutional Sales Support------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
New York New York United States------------------------------------------------------
Primary Location Full Time Salary Range:
$170,000.00 - $300,000.00In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Anticipated Posting Close Date:
Sep 11, 2026------------------------------------------------------
Automated Processing and AI
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents - AI Notice and Right
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.